Kfa Private Wealth Group, LLC Reduced Holdings in Q3 2025

Kfa Private Wealth Group, LLC

  • $347 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-13.5K
- 9.08%
$48.31 - $48.93 $653K - $661K
135K $6.62M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-22.1K
- 70.57%
$21.89 - $23.17 $483K - $511K
9.2K $212K
VTI
Vanguard Total Stock Market Et

ETFs
-1.16K
- 15.07%
$303.93 - $329.86 $353K - $383K
6.55K $2.12M
MUB
Ishares National Muni Bond ETF

ETFs
-2.03K
- 38.95%
$103.24 - $106.68 $209K - $216K
3.18K $338K
VO
Vanguard Mid Cap ETF

ETFs
-1.64K
- 6.6%
$279.83 - $293.74 $458K - $481K
23.2K $6.76M
HON
Honeywell International Inc

Industrials
-185
- 4.95%
$207.7 - $240.4 $38.4K - $44.5K
3.55K $747K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-1.37K
- 19.64%
$101.12 - $106.18 $139K - $145K
5.61K $584K
AMZN
Amazon Com Inc

Consumer Cyclical
-514
- 5.07%
$211.65 - $238.24 $109K - $122K
9.63K $2.12M
MSFT
Microsoft Corp

Technology
-421
- 6.94%
$491.09 - $535.64 $207K - $226K
5.64K $2.92M
ADP
Automatic Data Processing Inc

Industrials
-77
- 1.83%
$288.69 - $310.94 $22.2K - $23.9K
4.13K $1.21M
INDY
Ishares India 50 ETF

ETFs
-764
- 8.66%
$50.9 - $54.48 $38.9K - $41.6K
8.06K $410K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-2.54K
- 1.23%
$25.39 - $25.57 $64.4K - $64.9K
204K $5.21M
VZ
Verizon Communications Inc

Communication Services
-1.63K
- 23.29%
$40.84 - $45.06 $66.6K - $73.5K
5.37K $236K
XLE
Energy Sector Spdr

ETFs
-919
- 10.82%
$84.25 - $91.99 $77.4K - $84.5K
7.57K $670K
XLV
Select Sector Spdr Fund Health

ETFs
-469
- 6.1%
$129.01 - $139.72 $60.5K - $65.5K
7.22K $996K
XLF
Financial Sector Spdr

ETFs
-1.56K
- 4.05%
$51.37 - $54.25 $79.9K - $84.4K
36.9K $1.98M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-700
- 11.72%
$53.81 - $57.52 $37.7K - $40.3K
5.28K $298K
PG
Procter & Gamble CO

Consumer Defensive
-17
- 0.42%
$150.47 - $161.22 $2.56K - $2.74K
4.06K $623K
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
-2.47K
- 13.94%
$10.48 - $10.64 $25.9K - $26.3K
15.3K $162K
CSCO
Cisco Systems, Inc.

Technology
-232
- 3.78%
$66.2 - $71.79 $15.4K - $16.7K
5.91K $404K
HYG
Ishares Tr

ETFs
-333
- 3.88%
$79.85 - $81.32 $26.6K - $27.1K
8.26K $670K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-232
- 8.36%
$181.56 - $190.33 $42.1K - $44.2K
2.54K $482K
XLI
Industrial Sector Spdr

ETFs
-202
- 7.93%
$147.94 - $154.99 $29.9K - $31.3K
2.34K $355K
FVD
First Tr Value Line Divid Inde

ETFs
-498
- 7.59%
$44.73 - $46.86 $22.3K - $23.3K
6.06K $280K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-113
- 10.17%
$275.84 - $326.36 $31.2K - $36.9K
998 $303K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-638
- 6.03%
$132.9 - $142.03 $84.8K - $90.6K
9.94K $1.41M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-282
- 6.04%
$72.04 - $77.35 $20.3K - $21.8K
4.38K $336K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-219
- 6.03%
$115.96 - $125.95 $25.4K - $27.6K
3.41K $421K
IWX
Ishares Tr Russell 200 Value E

ETFs
-119
- 4.55%
$83.04 - $87.88 $9.88K - $10.5K
2.49K $219K
IYR
Ishares Tr

ETFs
-49
- 1.88%
$94.16 - $98.46 $4.61K - $4.82K
2.56K $250K
AVDE
American Centy ETF Tr Avantis

ETFs
-300
- 5.16%
$73.24 - $79.04 $22K - $23.7K
5.51K $434K
BBUS
J P Morgan Exchg Traded Fd

ETFs
-65
- 2.94%
$111.77 - $121.28 $7.27K - $7.88K
2.15K $255K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-36
- 2.16%
$459.11 - $506.91 $16.5K - $18.2K
1.63K $818K
IEFA
Ishares Tr

ETFs
-9
- 0.21%
$81.7 - $87.53 $735 - $788
4.36K $378K
WMT
Walmart Inc.

Consumer Defensive
-481
- 3.85%
$94.4 - $104.27 $45.4K - $50.2K
12K $1.24M
DVY
Ishares Tr

ETFs
-1
- 0.05%
$133.88 - $142.57 $134 - $143
1.99K $282K
GE
General Electric CO

Industrials
-77
- 7.28%
$244.75 - $305.63 $18.8K - $23.5K
980 $294K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-1.16K
- 4.11%
$68.24 - $73.73 $79.4K - $85.8K
27.1K $1.98M
HDV
Ishares Core High Dividend ETF

ETFs
-59
- 0.88%
$118.16 - $123.66 $6.97K - $7.3K
6.62K $812K
VXF
Vanguard Extended Market ETF

ETFs
-2
- 0.1%
$193.58 - $213.07 $387 - $426
1.95K $407K
AMD
Advanced Micro Devices Inc

Technology
-5
- 0.26%
$134.8 - $184.42 $674 - $922
1.89K $306K
VSEC
Vse Corp

Industrials
-200
- 9.09%
$125.37 - $172.66 $25.1K - $34.5K
2K $332K
HD
Home Depot, Inc.

Consumer Cyclical
-34
- 2.25%
$357.4 - $423.42 $12.2K - $14.4K
1.48K $598K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-40
- 2.81%
$546.99 - $602.2 $21.9K - $24.1K
1.38K $830K
ABBV
Abb Vie Inc.

Healthcare
-201
- 10.13%
$184.85 - $231.54 $37.2K - $46.5K
1.78K $413K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-481
- 9.98%
$50.79 - $76.4 $24.4K - $36.7K
4.34K $302K
GOOG
Alphabet Inc.

Communication Services
-143
- 9.88%
$175.16 - $255.24 $25K - $36.5K
1.31K $317K
FSLR
First Solar, Inc.

Technology
-100
- 6.51%
$160.84 - $223.53 $16.1K - $22.4K
1.44K $316K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-223
- 1.63%
$79.52 - $87.24 $17.7K - $19.5K
13.5K $1.17M
Activity Summary
Buys All Purchases 52 New Holdings 11 Increased Positions 41 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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